@zeniai/client-epic-state 5.2.85 → 5.2.87

package/lib/esm/entity/reconciliationReport/reconciliationReportReducer.js

@@ -0,0 +1,146 @@
+import { createSlice } from '@reduxjs/toolkit';
+import { mapCurrencyPayloadToCurrency } from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';
+import { toAmountWC } from '../../commonStateTypes/amount';
+import { clearAll } from '../../rootActions';
+import { date } from '../../zeniDayJS';
+import { toReconciliationStatusCodeType } from '../accountRecon/accountReconState';
+import { toReconciliationReportDataSource, toReconciliationReportMatchType, } from './reconciliationReportState';
+export const initialState = {
+    reportsByReconciliationId: {},
+};
+const reconciliationReport = createSlice({
+    name: 'reconciliationReport',
+    initialState,
+    reducers: {
+        updateReconciliationReport(draft, action) {
+            const report = mapReconciliationReportPayloadToReconciliationReport(action.payload);
+            draft.reportsByReconciliationId[report.reconciliationId] = report;
+        },
+        removeReconciliationReport(draft, action) {
+            delete draft.reportsByReconciliationId[action.payload];
+        },
+    },
+    extraReducers: (builder) => {
+        builder.addCase(clearAll, (draft) => {
+            Object.assign(draft, initialState);
+        });
+    },
+});
+export const { updateReconciliationReport, removeReconciliationReport } = reconciliationReport.actions;
+export default reconciliationReport.reducer;
+function toOptionalAmount(amount, currency) {
+    if (amount == null) {
+        return undefined;
+    }
+    return toAmountWC(amount, currency);
+}
+function toOptionalDate(value) {
+    if (value == null || value === '') {
+        return undefined;
+    }
+    return date(value);
+}
+function mapCountAmount(payload, currency) {
+    return {
+        count: payload.count,
+        amount: toAmountWC(payload.amount, currency),
+    };
+}
+function mapTransactionRow(payload, currency) {
+    return {
+        transactionId: payload.transaction_id ?? undefined,
+        date: toOptionalDate(payload.date),
+        type: payload.type,
+        payee: payload.payee,
+        match: toReconciliationReportMatchType(payload.match),
+        amount: toAmountWC(payload.amount, currency),
+        clearedBalance: payload.cleared_balance != null
+            ? toAmountWC(payload.cleared_balance, currency)
+            : undefined,
+        glAccount: payload.gl_account ?? undefined,
+        issueDate: toOptionalDate(payload.issue_date),
+        ageDays: payload.age_days ?? undefined,
+    };
+}
+function mapBucket(payload, currency) {
+    return {
+        count: payload.count,
+        amount: toAmountWC(payload.amount, currency),
+        transactions: payload.transactions.map((transaction) => mapTransactionRow(transaction, currency)),
+    };
+}
+function mapPaymentsDeposits(payload, currency) {
+    return {
+        payments: mapBucket(payload.payments, currency),
+        deposits: mapBucket(payload.deposits, currency),
+    };
+}
+export function mapReconciliationReportPayloadToReconciliationReport(payload) {
+    const currency = mapCurrencyPayloadToCurrency(payload.currency);
+    return {
+        reconciliationId: payload.reconciliation_id,
+        companyName: payload.company_name ?? undefined,
+        account: {
+            accountId: payload.account.account_id,
+            accountName: payload.account.account_name ?? undefined,
+            accountType: payload.account.account_type ?? undefined,
+            accountSubType: payload.account.account_sub_type ?? undefined,
+            last4Digits: payload.account.last_4_digits ?? undefined,
+            maskedAccountNumber: payload.account.masked_account_number ?? undefined,
+            financialInstitution: payload.account.financial_institution ?? undefined,
+            glAccountName: payload.account.gl_account_name ?? undefined,
+            coaId: payload.account.coa_id ?? undefined,
+        },
+        period: {
+            startDate: toOptionalDate(payload.period.start_date),
+            endDate: toOptionalDate(payload.period.end_date),
+        },
+        statementDate: toOptionalDate(payload.statement_date),
+        dataSource: toReconciliationReportDataSource(payload.data_source),
+        currency,
+        status: {
+            code: toReconciliationStatusCodeType(payload.status.code),
+            label: payload.status.label,
+        },
+        reconciledAt: toOptionalDate(payload.reconciled_at),
+        reconciledBy: {
+            userId: payload.reconciled_by.user_id ?? undefined,
+            name: payload.reconciled_by.name ?? undefined,
+        },
+        disclaimer: payload.disclaimer,
+        reportReference: payload.report_reference ?? undefined,
+        locked: payload.locked,
+        summary: {
+            openingBalance: toOptionalAmount(payload.summary.opening_balance, currency),
+            clearedPayments: mapCountAmount(payload.summary.cleared_payments, currency),
+            clearedDeposits: mapCountAmount(payload.summary.cleared_deposits, currency),
+            closingBalance: toOptionalAmount(payload.summary.closing_balance, currency),
+            unclearedAsOfStatementDate: {
+                payments: mapCountAmount(payload.summary.uncleared_as_of_statement_date.payments, currency),
+                deposits: mapCountAmount(payload.summary.uncleared_as_of_statement_date.deposits, currency),
+            },
+            ledgerClosingAsOfStatementDate: toOptionalAmount(payload.summary.ledger_closing_as_of_statement_date, currency),
+            clearedAfterStatementDate: payload.summary.cleared_after_statement_date != null
+                ? mapCountAmount(payload.summary.cleared_after_statement_date, currency)
+                : undefined,
+            unclearedAfterStatementDate: payload.summary.uncleared_after_statement_date != null
+                ? mapCountAmount(payload.summary.uncleared_after_statement_date, currency)
+                : undefined,
+            ledgerBalanceAsOfReconciledOn: toOptionalAmount(payload.summary.ledger_balance_as_of_reconciled_on, currency),
+            bridge: {
+                bankClosing: toOptionalAmount(payload.summary.bridge.bank_closing, currency),
+                unclearedDeposits: toAmountWC(payload.summary.bridge.uncleared_deposits, currency),
+                unclearedPayments: toAmountWC(payload.summary.bridge.uncleared_payments, currency),
+                computedLedgerClosing: toOptionalAmount(payload.summary.bridge.computed_ledger_closing, currency),
+                ledgerClosing: toOptionalAmount(payload.summary.bridge.ledger_closing, currency),
+                variance: toOptionalAmount(payload.summary.bridge.variance, currency),
+            },
+            variance: toOptionalAmount(payload.summary.variance, currency),
+        },
+        details: {
+            cleared: mapPaymentsDeposits(payload.details.cleared, currency),
+            carriedForward: mapPaymentsDeposits(payload.details.carried_forward, currency),
+            unclearedAsOfStatementDate: mapPaymentsDeposits(payload.details.uncleared_as_of_statement_date, currency),
+        },
+    };
+}

package/lib/esm/entity/reconciliationReport/reconciliationReportSelector.js

@@ -0,0 +1,4 @@
+import recordGet from 'lodash/get';
+export function getReconciliationReportByReconciliationId(reconciliationReportState, reconciliationId) {
+    return recordGet(reconciliationReportState.reportsByReconciliationId, reconciliationId, undefined);
+}

package/lib/esm/entity/reconciliationReport/reconciliationReportState.js

@@ -0,0 +1,10 @@
+import { stringToUnion } from '../../commonStateTypes/stringToUnion';
+const RECONCILIATION_REPORT_MATCH_TYPE = ['automatic', 'manual'];
+export const toReconciliationReportMatchType = (value) => {
+    if (value === 'auto') {
+        return 'automatic';
+    }
+    return stringToUnion(value, RECONCILIATION_REPORT_MATCH_TYPE);
+};
+const RECONCILIATION_REPORT_DATA_SOURCE = ['Statement', 'Plaid'];
+export const toReconciliationReportDataSource = (value) => stringToUnion(value, RECONCILIATION_REPORT_DATA_SOURCE);

package/lib/esm/epic.js

@@ -442,6 +442,7 @@ import { fetchEntityRecommendationsForLineUpdateEpic, } from './view/recommendat
 import { fetchRecommendationByEntityIdEpic, } from './view/recommendation/fetchRecommendationByEntityIdEpic';
 import { fetchRecommendationByEntityNameEpic, } from './view/recommendation/fetchRecommendationByEntityNameEpic';
 import { submitRecommendationFeedbackEpic, } from './view/recommendation/submitRecommendationFeedbackEpic';
+import { fetchReconciliationReportEpic, } from './view/reconciliationReportView/epic/fetchReconciliationReportEpic';
 import { fetchReferralsEpic, } from './view/referralView/epics/fetchReferralsEpic';
 import { fetchRewardsPlanEpic, } from './view/referralView/epics/fetchRewardsPlanEpic';
 import { resendReferralInviteEpic, } from './view/referralView/epics/resendReferralInviteEpic';
@@ -1171,6 +1172,7 @@ const ALL_EPICS = [
     fetchRecommendationForAccountTypeEpic,
     fetchRecommendationsAndUpdateMerchantRecommendationsEpic,
     fetchRecommendedTransactionRowIndexEpic,
+    fetchReconciliationReportEpic,
     fetchReferralsEpic,
     fetchRegisteredInterestsEpic,
     fetchReimbursementCardEpic,

package/lib/esm/index.js

@@ -196,7 +196,7 @@ import { clearStatementDateConflict, confirmStatementMapping, deleteAccountState
 import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, removeTransactionFromAllTabs, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, updateTransactionGroup, uploadTransactionCategorizationReceiptSuccess, } from './view/expenseAutomationView/reducers/transactionsViewReducer';
 import { getExpenseAutomationFluxAnalysisView } from './view/expenseAutomationView/selectors/fluxAnalysisViewSelector';
 import { getNewAccrualAccountsView as getJeNewAccrualAccountsView, getNewScheduleSearchTransactionsView as getJeNewScheduleSearchTransactionsView, getNewScheduleView as getJeNewScheduleView, } from './view/expenseAutomationView/selectors/jeNewScheduleViewSelector';
-import { getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatementOverrideWarning, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
+import { getAccountReconciliationRecordsBySelectedPeriod, getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatementOverrideWarning, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, isAccountReconReport, } from './view/expenseAutomationView/selectors/reconciliationViewSelector';
 import { getExpenseAutomationTransactionView, getLastTransferEntryReplacement, } from './view/expenseAutomationView/selectors/transactionCategorizationSelector';
 import { applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
 import { TRANSACTION_FILTER_CATEGORIES, } from './view/expenseAutomationView/transactionFilterTypes';
@@ -274,6 +274,8 @@ import { fetchProjectList } from './view/projectList/projectListReducer';
 import { getProjectList, } from './view/projectList/projectListSelector';
 import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, submitRecommendationFeedback, } from './view/recommendation/recommendationReducer';
 import { getRecommendationFeedbackSubmitState } from './view/recommendation/recommendationSelector';
+import { fetchReconciliationReport } from './view/reconciliationReportView/reconciliationReportViewReducer';
+import { getReconciliationReport } from './view/reconciliationReportView/reconciliationReportViewSelector';
 import { DEFAULT_REFERRER_AMOUNT, clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState, } from './view/referralView/referralReducer';
 import { getInviteFormView, getReferralListView, getRewardsPlanCard, } from './view/referralView/referralSelector';
 import { AmountStatusTypes, StatusTypes, toReferralListViewSortKeyType, } from './view/referralView/referralState';
@@ -495,7 +497,7 @@ export {
 // Bulk Upload Types
 BATCH_FILE_STATUSES, isUnmatchedTabFileStatus, DEFAULT_COMPLETED_SUB_TAB, DEFAULT_TRANSACTION_GROUP, TRANSACTION_GROUPS, toTransactionGroup, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, ALL_ACTUAL_MATCHING_IGNORE_REASONS, actualMatchingTransactionLineKey, ALL_JE_PAGE_TABS, MATCH_ACCRUAL_SEARCH_LIMIT, MATCH_SEARCH_DEBOUNCE_MS, MATCH_TRANSACTION_SEARCH_PAGE_SIZE, toExpenseAutomationJEScheduleSortKey, toExpenseAutomationActualMatchingSortKey, toExpenseAutomationActualMatchingStatusFilter, toActualMatchingIgnoreReasonType, toJEPageTab, toMatchAndReverseResultStatus, toUndoReversalResultStatus, toggleJECreatedGroupCollapsed, toggleJEFailedGroupCollapsed, toggleJEPendingGroupCollapsed, updateJEScheduleTypeFilter, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, toExpenseAutomationViewTypeStrict, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionGroup, fetchExpenseAutomationMissingReceipts, 
 // Bulk Upload Actions
-bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatementOverrideWarning, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, deleteCombinedStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, };
+bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, clearBulkUploadBatchDetailsForScopeChange, markBatchDetailRefreshAttempted, refreshBatchDetailsForBatchId, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, getExpenseAutomationFluxAnalysisView, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, getLastTransferEntryReplacement, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, getAccountReconciliationRecordsBySelectedPeriod, getExpenseAutomationReconciliationView, getLedgerAccountIdsWithStatementOverrideWarning, getLedgerAccountsForCombinedStatementMapping, getReparseStatementStatusByAccountId, getUnavailableLedgerAccountIds, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, getAccountReconByAccountIdAndSelectedPeriod, toReconciliationTabsType, isAccountReconReport, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, updateStatementProcessingFailed, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, toReconciliationAccountSource, deleteAccountStatement, deleteCombinedStatement, uploadAccountStatement, parseCombinedStatement, parseStatement, parseStatementSuccess, parseStatementFailure, reparseStatement, reparseStatementSuccess, reparseStatementFailure, resetReparseStatementStatus, updateParsedStatementData, updateNodeCollapseState, updateStatementUploadChosen, submitCombinedStatementUpdate, submitStatementUpdate, clearStatementDateConflict, confirmStatementMapping, updateStatementUpdateLocalData, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, setStatementProcessingDismissedToBackground, updateStatementProcessingBackgroundCompletedSteps, };
 export { computeNewScheduleJeDetails, createOneTimeAccrual, createOneTimeAccrualFailure, createOneTimeAccrualSuccess, fetchOneTimeAccrual, getJeNewAccrualAccountsView, ignoreOneTimeAccrual, promoteOneTimeAccrual, revertJeSchedule, revertOneTimeAccrual, getJeNewScheduleSearchTransactionsView, getJeNewScheduleView, };
 export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, createTransferEntry, createTransferEntryFailure, createTransferEntryReplacedTransaction, createTransferEntrySuccess, resetCreateTransferEntryStatus, clearTransferEntryRouteReplacement, fetchAccountsForTransferFlow, removeTransactionFromAllTabs, clearExpenseAutomationTransactionsView, toTransactionsSortKey, };
 export { TOP_EX_TIME_PERIODS };
@@ -578,6 +580,7 @@ export { getEntityAutoCompleteResults };
 export { updateEntities };
 export { getEntityByEntityIDs };
 export { getAddressByAddressId };
+export { fetchReconciliationReport, getReconciliationReport, };
 export { ALL_ACCOUNTING_CONNECTION_CREATION_MODES, isCompanyEligibleForTreasury, isCardsProductEnabledOnCompany, filterChargeCardRolesWhenProductDisabled, };
 export { getCompanyByCompanyId, getControllersForCompany, getCompanyInfoForAllCockpitCompaniesInState, getFirstControllerEmail, getFirstControllerId, getControllersName, };
 export { getCompanyManagementView, getPlanListZeniSku, getAddonListZeniSku, };

package/lib/esm/reducer.js

@@ -38,10 +38,10 @@ import invoicingCoupon, { initialState as initialInvoicingCouponState, } from '.
 import invoicingCreditNote, { initialState as initialInvoicingCreditNoteState, } from './entity/invoicing/creditNote/creditNoteReducer';
 import invoicingDunningCase, { initialState as initialInvoicingDunningCaseState, } from './entity/invoicing/dunningCase/dunningCaseReducer';
 import invoicingInvoice, { initialState as initialInvoicingInvoiceState, } from './entity/invoicing/invoice/invoiceReducer';
+import invoicingCatalog, { initialState as initialInvoicingCatalogState, } from './entity/invoicing/invoicingCatalog/invoicingCatalogReducer';
 import invoicingCustomer, { initialState as initialInvoicingCustomerState, } from './entity/invoicing/invoicingCustomer/invoicingCustomerReducer';
 import invoicingSubscription, { initialState as initialInvoicingSubscriptionState, } from './entity/invoicing/invoicingSubscription/invoicingSubscriptionReducer';
 import invoicingTransaction, { initialState as initialInvoicingTransactionState, } from './entity/invoicing/invoicingTransaction/invoicingTransactionReducer';
-import invoicingCatalog, { initialState as initialInvoicingCatalogState, } from './entity/invoicing/invoicingCatalog/invoicingCatalogReducer';
 import jeSchedules, { initialState as initialJESchedulesState, } from './entity/jeSchedules/jeSchedulesReducer';
 import merchant, { initialState as initialMerchantState, } from './entity/merchant/merchantReducer';
 import monthEndCloseChecks, { initialState as initialMonthEndCloseChecksState, } from './entity/monthEndCloseChecks/monthEndCloseChecksReducer';
@@ -52,6 +52,7 @@ import paymentAccount, { initialState as initialPaymentAccountState, } from './e
 import paymentInstrument, { initialState as initialPaymentInstrumentState, } from './entity/paymentInstrument/paymentInstrumentReducer';
 import accountingSummary, { initialState as initialAccountingSummaryState, } from './entity/portfolio/accountingSummary/accountingSummaryReducer';
 import project, { initialState as initialProjectState, } from './entity/project/projectReducer';
+import reconciliationReport, { initialState as initialReconciliationReportState, } from './entity/reconciliationReport/reconciliationReportReducer';
 import reimbursement, { initialState as initialReimbursementState, } from './entity/reimbursement/reimbursementReducer';
 import sectionAccountsView, { initialState as initialSectionAccountsViewState, } from './entity/sectionAccountsView/sectionAccountsViewReducer';
 import sectionClassesViewV2, { initialState as initialSectionClassesViewStateV2, } from './entity/sectionClassesViewV2/sectionClassesViewReducer';
@@ -179,6 +180,7 @@ import profitAndLossClassesView, { initialState as initialProfitAndLossClassesVi
 import profitAndLossProjectView, { initialState as initialProfitAndLossProjectViewState, } from './view/profitAndLossProjectView/profitAndLossProjectViewReducer';
 import projectList, { initialState as initialProjectListState, } from './view/projectList/projectListReducer';
 import recommendation, { initialState as initialEntityRecommendationState, } from './view/recommendation/recommendationReducer';
+import reconciliationReportView, { initialState as initialReconciliationReportViewState, } from './view/reconciliationReportView/reconciliationReportViewReducer';
 import referralView, { initialState as initialReferralViewState, } from './view/referralView/referralReducer';
 import reimbursementCard, { initialState as initialReimbursementCardState, } from './view/reimbursementCard/reimbursementCardReducer';
 import reportUIOptionsReducer, { initialState as initialReportUIOptionsState, } from './view/reportUIOptions/reportUIOptionsReducer';
@@ -325,6 +327,7 @@ const initialEntitiesState = {
     onboardingCustomerState: initialOnboardingCustomerState,
     paymentAccountState: initialPaymentAccountState,
     paymentInstrumentState: initialPaymentInstrumentState,
+    reconciliationReportState: initialReconciliationReportState,
     recurringBillState: initialRecurringBillState,
     reimbursementConfigState: initialReimbursementConfigState,
     reimbursementState: initialReimbursementState,
@@ -493,6 +496,7 @@ const initialViewsState = {
     profitAndLossState: initialProfitAndLossState,
     projectListState: initialProjectListState,
     realTimeApprovalState: initialRealTimeApprovalState,
+    reconciliationReportViewState: initialReconciliationReportViewState,
     referralViewState: initialReferralViewState,
     reimbursementCardState: initialReimbursementCardState,
     reimbursementConfigState: initialReimbursementConfigState,
@@ -611,6 +615,7 @@ const entityReducers = {
     onboardingCustomerState: onboardingCustomer,
     paymentAccountState: paymentAccount,
     paymentInstrumentState: paymentInstrument,
+    reconciliationReportState: reconciliationReport,
     recurringBillState: recurringBill,
     reimbursementConfigState: reimbursementConfig,
     reimbursementState: reimbursement,
@@ -779,6 +784,7 @@ const viewReducers = {
     profitAndLossState: profitAndLoss,
     projectListState: projectList,
     realTimeApprovalState: realTimeApproval,
+    reconciliationReportViewState: reconciliationReportView,
     referralViewState: referralView,
     reimbursementCardState: reimbursementCard,
     reimbursementConfigState: reimbursementConfig,

package/lib/esm/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js

@@ -1,3 +1,4 @@
+import { isCustomerTransaction, } from '../../../entity/transaction/stateTypes/customerTransaction';
 import { isVendorTransaction } from '../../../entity/transaction/stateTypes/vendorTransaction';
 import { isEntityMatching, mergeTransactionAndEntityRecommendationsWithCOT, toLineEntity, } from '../../transactionDetail/transactionDetailLocalDataHelper';
 import { isAccountUncategorized } from '../../transactionDetail/transactionDetailLocalDataHelper';
@@ -208,7 +209,10 @@ const buildLineItemById = (transaction, recommendations) => {
                         logo: accountLine.vendor.logo,
                     }
                     : undefined;
-            const customer = accountLine.customer;
+            const customer = accountLine.customer ??
+                (isCustomerTransaction(transaction) === true
+                    ? transaction.customer
+                    : undefined);
             record.customer =
                 customer != null && Boolean(customer.id) && Boolean(customer.name)
                     ? {

package/lib/esm/view/expenseAutomationView/selectors/reconciliationViewSelector.js

@@ -4,7 +4,7 @@ import keys from 'lodash/keys';
 import omit from 'lodash/omit';
 import orderBy from 'lodash/orderBy';
 import { reduceAnyFetchState } from '../../../commonStateTypes/reduceFetchState';
-import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
+import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
 import { getAccountsByType } from '../../../entity/account/accountSelector';
 import { getAccountReconByAccountIdAndSelectedPeriod } from '../../../entity/accountRecon/accountReconSelector';
 import { getCurrentTenant } from '../../../entity/tenant/tenantSelector';
@@ -473,6 +473,10 @@ export const getExpenseAutomationReconciliationView = createSelector((state) =>
         summary: summaryWithTimeSaved,
     };
 });
+export function getAccountReconciliationRecordsBySelectedPeriod(state) {
+    return state.expenseAutomationReconciliationViewState
+        .accountReconciliationRecordsBySelectedPeriod;
+}
 export const getReparseStatementStatusByAccountId = (state, accountId) => getExpenseAutomationReconciliationView(state)
     .accountReconciliationsByAccountID[accountId]?.reparseStatementStatus;
 export function getLedgerAccountsForCombinedStatementMapping(accountReconciliationsByAccountID, selectedAccountId) {

package/lib/esm/view/invoicing/createInvoice/epics/fetchCreateInvoiceFormPageEpic.js

@@ -2,7 +2,7 @@ import { from } from 'rxjs';
 import { filter, mergeMap } from 'rxjs/operators';
 import { fetchInvoicingCatalogPlanList, fetchInvoicingCatalogProductList, } from '../../invoicingCatalogListView/invoicingCatalogListViewReducer';
 import { fetchInvoicingCustomerList } from '../../invoicingCustomerListView/invoicingCustomerListViewReducer';
-import { INVOICING_LIST_ALL_TAB, getInvoicingListTab, } from '../../invoicingListTabCache';
+import { INVOICING_LIST_ALL_TAB, getInvoicingListTab, shouldFetchFullInvoicingList, } from '../../invoicingListTabCache';
 import { fetchInvoicingSettings } from '../../settingsView/settingsViewReducer';
 import { fetchCreateInvoiceFormPage } from '../createInvoiceReducer';
 /**
@@ -13,6 +13,8 @@ import { fetchCreateInvoiceFormPage } from '../createInvoiceReducer';
 const shouldFetch = (fetchStateAndError, cacheOverride) => cacheOverride ||
     (fetchStateAndError.fetchState !== 'Completed' &&
         fetchStateAndError.fetchState !== 'In-Progress');
+const PICKER_PLAN_FILTERS = { type: 'plan' };
+const PICKER_PRODUCT_FILTERS = { type: 'addon|charge' };
 /**
  * Orchestrates the create-invoice form's option sources: on
  * `fetchCreateInvoiceFormPage`, fans out to the customer, catalog plan, catalog
@@ -34,15 +36,27 @@ export const fetchCreateInvoiceFormPageEpic = (actions$, state$) => actions$.pip
             tabId: INVOICING_LIST_ALL_TAB,
         }));
     }
-    if (shouldFetch({ fetchState: catalogState.fetchState, error: catalogState.error }, cacheOverride)) {
+    if (shouldFetchFullInvoicingList({
+        fetchState: catalogState.fetchState,
+        filters: catalogState.planFilters,
+        nextCursor: catalogState.planNextCursor,
+        sort: catalogState.planSort,
+    }, PICKER_PLAN_FILTERS, cacheOverride)) {
         pageActions.push(fetchInvoicingCatalogPlanList({
-            filters: { type: 'plan' },
+            fetchAll: true,
+            filters: PICKER_PLAN_FILTERS,
             keepExistingListItems: false,
         }));
     }
-    if (shouldFetch(catalogState.productFetchState, cacheOverride)) {
+    if (shouldFetchFullInvoicingList({
+        fetchState: catalogState.productFetchState.fetchState,
+        filters: catalogState.productFilters,
+        nextCursor: catalogState.productNextCursor,
+        sort: catalogState.productSort,
+    }, PICKER_PRODUCT_FILTERS, cacheOverride)) {
         pageActions.push(fetchInvoicingCatalogProductList({
-            filters: { type: 'addon|charge' },
+            fetchAll: true,
+            filters: PICKER_PRODUCT_FILTERS,
             keepExistingListItems: false,
         }));
     }

package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewPayload.js

@@ -17,22 +17,25 @@ import { invoicingSubscriptionTodayIso, toInvoicingSubscriptionBillingCycles, to
  * Sending them made every price point whose cadence the form could not express
  * — a daily plan, for instance — fail with a 422.
  */
-export const localDataToSaveInvoicingSubscriptionPayload = (localData, shippingAddress) => {
+export const localDataToSaveInvoicingSubscriptionPayload = (localData, shippingAddress, flatFeePriceCodes = new Set()) => {
+    const itemQuantity = (priceCode, quantity) => flatFeePriceCodes.has(priceCode)
+        ? 1
+        : toInvoicingSubscriptionQuantity(quantity);
     const items = [
         {
             item_price_code: localData.planPriceCode,
             item_type: 'plan',
-            quantity: toInvoicingSubscriptionQuantity(localData.planQuantity),
+            quantity: itemQuantity(localData.planPriceCode, localData.planQuantity),
         },
         ...localData.addonPriceCodes.map((priceCode) => ({
             item_price_code: priceCode,
             item_type: 'addon',
-            quantity: toInvoicingSubscriptionQuantity(localData.addonQuantities[priceCode]),
+            quantity: itemQuantity(priceCode, localData.addonQuantities[priceCode]),
         })),
         ...localData.chargePriceCodes.map((priceCode) => ({
             item_price_code: priceCode,
             item_type: 'charge',
-            quantity: toInvoicingSubscriptionQuantity(localData.chargeQuantities[priceCode]),
+            quantity: itemQuantity(priceCode, localData.chargeQuantities[priceCode]),
         })),
     ];
     const setupFee = localData.setupFee?.amount;
@@ -59,11 +62,59 @@ export const localDataToSaveInvoicingSubscriptionPayload = (localData, shippingA
     };
 };
 const toEstimateDate = (value) => value != null && value !== '' ? date(value) : undefined;
+const isItemLevelCoupon = (discount) => discount.entity_type === 'item_level_coupon';
+const isCoupon = (discount) => discount.entity_type === 'document_level_coupon' ||
+    discount.entity_type === 'item_level_coupon';
+/**
+ * Name the coupon behind a line's discount. Exact when the API links a coupon
+ * row to its line (`line_item_id`); otherwise only when a single item-level
+ * coupon applies, since then every discounted line got that one.
+ */
+const lineDiscountLabel = (lineItem, discounts) => {
+    if (lineItem.discount_amount <= 0) {
+        return undefined;
+    }
+    const itemCoupons = discounts.filter(isItemLevelCoupon);
+    const linked = lineItem.id != null
+        ? itemCoupons.filter((coupon) => coupon.line_item_id === lineItem.id)
+        : [];
+    if (linked.length > 0) {
+        return [...new Set(linked.map((coupon) => coupon.description))].join(', ');
+    }
+    const names = [...new Set(itemCoupons.map((coupon) => coupon.description))];
+    return names.length === 1 ? names[0] : undefined;
+};
+/**
+ * One row per coupon. An item-level coupon comes back once per line it
+ * discounted, so its rows are summed; listing each would read as the same
+ * discount taken several times.
+ */
+const mergeCouponRows = (discounts) => {
+    const rowsByCoupon = new Map();
+    discounts.filter(isCoupon).forEach((coupon) => {
+        // The API sends `entity_id: ""` when it has none; key those by name so
+        // two unrelated coupons are not merged into one row.
+        const couponKey = coupon.entity_id != null && coupon.entity_id !== ''
+            ? coupon.entity_id
+            : coupon.description;
+        const key = `${coupon.entity_type}:${couponKey}`;
+        const row = rowsByCoupon.get(key);
+        rowsByCoupon.set(key, {
+            amount: Math.round(((row?.amount ?? 0) + coupon.amount) * 100) / 100,
+            description: coupon.description,
+        });
+    });
+    return [...rowsByCoupon.values()];
+};
 const mapInvoiceEstimate = (payload, money) => payload == null
     ? undefined
     : {
         amountDue: money(payload.amount_due),
         couponDiscountTotal: money(payload.coupon_discount_total),
+        coupons: mergeCouponRows(payload.discounts ?? []).map((coupon) => ({
+            amount: money(coupon.amount),
+            description: coupon.description,
+        })),
         creditsApplied: money(payload.credits_applied),
         dueDate: toEstimateDate(payload.due_date),
         grossSubTotal: money(payload.gross_sub_total),
@@ -74,6 +125,8 @@ const mapInvoiceEstimate = (payload, money) => payload == null
             dateTo: toEstimateDate(lineItem.date_to),
             description: lineItem.description,
             discountAmount: money(lineItem.discount_amount),
+            discountLabel: lineDiscountLabel(lineItem, payload.discounts ?? []),
+            grossAmount: money(lineItem.gross_amount ?? lineItem.amount),
             quantity: lineItem.quantity,
             taxAmount: lineItem.tax_amount != null
                 ? money(lineItem.tax_amount)

package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/editInvoicingSubscriptionDetailViewSelector.js

@@ -7,7 +7,7 @@ import { getInvoicingCatalogListView, getInvoicingCatalogPrices, } from '../invo
 import { getInvoicingConfigView, invoicingFieldHelpForGroup, } from '../invoicingConfigView/invoicingConfigViewSelector';
 import { getInvoicingAllCustomers } from '../invoicingCustomerListView/invoicingCustomerListViewSelector';
 import { getInvoicingFormDraftLocalData, isInvoicingFormDraftPending, } from '../invoicingFormDraft';
-import { initialInvoicingSubscriptionFormLocalData } from './invoicingSubscriptionFormConfig';
+import { initialInvoicingSubscriptionFormLocalData, invoicingPriceHasQuantity, } from './invoicingSubscriptionFormConfig';
 import { INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE } from './invoicingSubscriptionFormConfig';
 const notStartedEstimateView = {
     creditsMayChange: false,
@@ -175,6 +175,7 @@ const toInvoicingPlanOption = (plan) => ({
     // price point and rejects a subscription that claims a different one.
     billingPeriod: plan.period,
     billingPeriodUnit: plan.periodUnit,
+    hasQuantity: invoicingPriceHasQuantity(plan.pricingModel),
     label: plan.name ?? plan.id,
     price: invoicingUnitPrice(plan),
     productCode: plan.productCode,
@@ -186,6 +187,7 @@ const toInvoicingCatalogItemOption = (product) => ({
     // A one-time charge has no cadence, so its price is quoted flat rather than
     // per period.
     billingPeriodUnit: product.itemType === 'charge' ? undefined : product.periodUnit,
+    hasQuantity: invoicingPriceHasQuantity(product.pricingModel),
     label: product.name ?? product.id,
     price: invoicingUnitPrice(product),
     productCode: product.productCode,

package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/fetchInvoicingSubscriptionDetailPageEpic.js

@@ -4,7 +4,7 @@ import { fetchInvoicingCouponList } from '../couponView/couponViewReducer';
 import { getInvoicingCouponListFetchState } from '../couponView/couponViewSelector';
 import { fetchInvoicingCatalogPlanList } from '../invoicingCatalogListView/invoicingCatalogListViewReducer';
 import { fetchInvoicingConfig } from '../invoicingConfigView/invoicingConfigViewReducer';
-import { INVOICING_LIST_ALL_TAB } from '../invoicingListTabCache';
+import { INVOICING_LIST_ALL_TAB, shouldFetchFullInvoicingList, } from '../invoicingListTabCache';
 import { fetchInvoicingSubscriptionDetail, fetchInvoicingSubscriptionDetailPage, } from './editInvoicingSubscriptionDetailViewReducer';
 /**
  * Fetch unless the endpoint is already loaded or in flight — or always when the
@@ -40,11 +40,14 @@ export const fetchInvoicingSubscriptionDetailPageEpic = (actions$, state$) => ac
     // Plan and coupon lists back the names the page renders for its line
     // items; both list slices cache, so this only refetches when asked to.
     const catalogListState = state.invoicingCatalogListViewState;
-    if (shouldFetch({
-        error: catalogListState.error,
+    if (shouldFetchFullInvoicingList({
         fetchState: catalogListState.fetchState,
-    }, cacheOverride)) {
+        filters: catalogListState.planFilters,
+        nextCursor: catalogListState.planNextCursor,
+        sort: catalogListState.planSort,
+    }, { type: 'plan' }, cacheOverride)) {
         pageActions.push(fetchInvoicingCatalogPlanList({
+            fetchAll: true,
             filters: { type: 'plan' },
             keepExistingListItems: false,
         }));

package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/fetchInvoicingSubscriptionFormPageEpic.js

@@ -20,6 +20,7 @@ export const fetchInvoicingSubscriptionFormPageEpic = (actions$) => actions$.pip
         // unfiltered list would replace the store's plans with every catalog
         // item.
         fetchInvoicingCatalogPlanList({
+            fetchAll: true,
             filters: { type: 'plan' },
             keepExistingListItems: false,
         }),

package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/invoicingSubscriptionFormConfig.js

@@ -22,6 +22,8 @@ const subscriptionItemQuantities = (subscription, itemType) => {
  * their day gets their own calendar date rather than yesterday's.
  */
 export const invoicingSubscriptionTodayIso = () => dateNow().format('YYYY-MM-DD');
+/** A flat fee bills its price once, so its quantity is always 1. */
+export const invoicingPriceHasQuantity = (pricingModel) => pricingModel !== 'flat_fee';
 /**
  * Clamp a subscription-item quantity to the minimum the API accepts. Shared by
  * the plan, add-on and charge items so none of them can bill a 0 or a fraction.

package/lib/esm/view/invoicing/editInvoicingSubscriptionDetailView/saveInvoicingSubscriptionEpic.js

@@ -9,10 +9,11 @@ import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload
 import { resetNewAddressDataInLocalStore } from '../../addressView/addressViewReducer';
 import { invalidateInvoicingCustomerDetail } from '../editInvoicingCustomerDetailView/editInvoicingCustomerDetailViewReducer';
 import { invalidateInvoiceListForCustomer } from '../invoiceList/invoiceListReducer';
+import { getInvoicingCatalogPrices } from '../invoicingCatalogListView/invoicingCatalogListViewSelector';
 import { addInvoicingSubscriptionToList } from '../invoicingSubscriptionListView/invoicingSubscriptionListViewReducer';
 import { localDataToSaveInvoicingSubscriptionPayload, } from './editInvoicingSubscriptionDetailViewPayload';
 import { submitInvoicingSubscriptionForm, submitInvoicingSubscriptionFormFailure, submitInvoicingSubscriptionFormSuccess, syncInvoicingSubscriptionCoupons, } from './editInvoicingSubscriptionDetailViewReducer';
-import { INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE } from './invoicingSubscriptionFormConfig';
+import { INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE, invoicingPriceHasQuantity, } from './invoicingSubscriptionFormConfig';
 const normalizeCouponCode = (value) => (value ?? '').trim().toUpperCase();
 export const isInvoicingSubscriptionCouponChanged = (previousCouponCode, nextCouponCode) => normalizeCouponCode(previousCouponCode) !==
     normalizeCouponCode(nextCouponCode);
@@ -25,7 +26,10 @@ export const invoicingSubscriptionSaveRequest = (rootState, id) => {
     // Shipping address captured via the shared Address screen is sent as an
     // object in the payload (same pattern as the customer save flow).
     const shippingAddress = rootState.addressViewState.newAddressState?.[INVOICING_SUBSCRIPTION_SHIPPING_ADDRESS_TYPE]?.addressToCreate;
-    const data = localDataToSaveInvoicingSubscriptionPayload(localData, shippingAddress);
+    const flatFeePriceCodes = new Set(getInvoicingCatalogPrices(Object.values(rootState.invoicingCatalogState.itemByID))
+        .filter((price) => !invoicingPriceHasQuantity(price.pricingModel))
+        .flatMap((price) => price.priceCode ?? []));
+    const data = localDataToSaveInvoicingSubscriptionPayload(localData, shippingAddress, flatFeePriceCodes);
     if (id != null) {
         delete data.coupon_ids;
     }

package/lib/esm/view/invoicing/invoicingCatalogListView/epics/fetchInvoicingCatalogPlanListEpic.js

@@ -23,19 +23,30 @@ const buildPlanQuery = (filters, cursor, sort) => {
     return params;
 };
 export const fetchInvoicingCatalogPlanListEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter(fetchInvoicingCatalogPlanList.match), switchMap((action) => {
-    const { filters, cursor, keepExistingListItems, sort } = action.payload;
+    const { filters, cursor, fetchAll, keepExistingListItems, sort } = action.payload;
     const apiUrl = withQuery(`${zeniAPI.apiEndPoints.invoicingMicroServiceBaseUrl}/1.0/catalog/plans`, buildPlanQuery(filters, cursor, sort));
     return zeniAPI.getJSON(apiUrl).pipe(switchMap((response) => {
         if (isSuccessResponse(response)) {
             const items = response.data?.items ?? [];
-            return [
+            const nextCursor = response.data?.next_cursor ?? null;
+            const pageActions = [
                 updateInvoicingCatalogItems(items, 'merge'),
                 updateInvoicingCatalogPlanList({
                     ids: items.map((item) => item.id),
-                    nextCursor: response.data?.next_cursor ?? null,
+                    nextCursor,
                     keepExistingListItems,
                 }),
             ];
+            if (fetchAll && nextCursor != null && nextCursor !== cursor) {
+                pageActions.push(fetchInvoicingCatalogPlanList({
+                    cursor: nextCursor,
+                    fetchAll,
+                    filters,
+                    keepExistingListItems: true,
+                    sort,
+                }));
+            }
+            return pageActions;
         }
         return of(updateInvoicingCatalogPlanListFailure(response.status));
     }), catchError((error) => of(updateInvoicingCatalogPlanListFailure(createZeniAPIStatus('Unexpected Error', 'Fetch catalog plan list REST API call errored out ' +